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Driehaus Capital Management’s Applied Optoelectronics AAOI Stock Holding History

Driehaus Capital Management’s Portfolio AAOI Stock Details AAOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.7M Sell
139,416
-492,921
-78% -$80.1M 0.12% 228
2026
Q1 		$53.5M Buy
632,337
+124,864
+25% +$7.97M 0.39% 88
2025
Q4 		$17.7M Buy
507,473
+132,177
+35% +$3.95M 0.12% 219
2025
Q3 		$9.73M Sell
375,296
-565,617
-60% -$14.5M 0.07% 281
2025
Q2 		$24.2M Buy
+940,913
New +$15.2M 0.19% 157
2025
Q1 		– Sell
-510,594
Closed -$18.8M – 396
2024
Q4 		$18.8M Sell
510,594
-1,011,454
-66% -$27.2M 0.16% 180
2024
Q3 		$21.8M Buy
1,522,048
+680,074
+81% +$7.05M 0.19% 162
2024
Q2 		$6.98M Sell
841,974
-2,575,435
-75% -$28.3M 0.07% 238
2024
Q1 		$47.4M Buy
3,417,409
+651,091
+24% +$11M 0.47% 54
2023
Q4 		$53.4M Buy
2,766,318
+1,386,054
+100% +$18.1M 0.64% 32
2023
Q3 		$15.1M Buy
+1,380,264
New +$14.6M 0.2% 163
2017
Q3 		– Sell
-14,441
Closed -$892K – 474
2017
Q2 		$892K Sell
14,441
-194,410
-93% -$11.4M 0.03% 360
2017
Q1 		$11.7M Buy
208,851
+88,271
+73% +$3.48M 0.4% 55
2016
Q4 		$2.83M Buy
120,580
+60,955
+102% +$1.41M 0.1% 220
2016
Q3 		$1.32M Buy
+59,625
New +$923K 0.04% 321
2015
Q4 		– Sell
-121,534
Closed -$2.28M – 537
2015
Q3 		$2.28M Buy
121,534
+66,967
+123% +$1.3M 0.08% 265
2015
Q2 		$947K Buy
+54,567
New +$872K 0.03% 415
2014
Q3 		– Sell
-66,966
Closed -$1.55M – 521
2014
Q2 		$1.55M Buy
+66,966
New +$1.44M 0.05% 386

Other funds holding AAOI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OAM
Oberweis Asset Management Lisle, Illinois $4.84B AUM 160.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Driehaus Capital Management's AAOI Position: Q2 2026 in Review

Driehaus Capital Management reduced its Applied Optoelectronics (AAOI) stake by 78% in Q2 2026, selling an estimated $80.1M and leaving 139,416 shares worth $20.7M. The position accounts for 0.12% of the portfolio, ranked #228.

Driehaus Capital Management first reported a position in AAOI in Q2 2014 and has held it in 18 quarters since. The position peaked at $53.5M in Q1 2026. 482 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

  • Driehaus Capital Management held 139,416 shares of Applied Optoelectronics worth $20.7M as of Q2 2026.
  • Driehaus Capital Management sold 492,921 Applied Optoelectronics shares in Q2 2026, an estimated $80.1M.
  • Applied Optoelectronics made up 0.12% of Driehaus Capital Management's portfolio in Q2 2026, its #228 holding.
  • Driehaus Capital Management first reported a position in Applied Optoelectronics in Q2 2014 and has held it in 18 quarters since.
  • Driehaus Capital Management's Applied Optoelectronics position peaked at $53.5M in Q1 2026.
  • 482 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on Driehaus Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.